Helping Ideal Clients Build and Enhance Wealth
At Interactive Capital Management, we’re “certified financial planners.” We believe “certified” means: We’re as responsible for your money as you are.
We help clients with estate planning, investments, insurance, income taxes and retirement plans. That’s the what.
Here’s the why: We’re a sounding board for our clients – a safe place to talk about money matters. We help them think about money and plan for what their money can do for them.
Here’s the difference: The long-term relationships you can have with us. Because we work with you for years, we reflect your value system and stick with your through thick and then.
We help you develop a personal investment program that fits your life style and expands as you grow. When financial discipline is called for, we help provide the investment structure and the money management experience.
ICMC doesn’t leave clients hanging. We won’t leave you hanging.
Curtis founded Interactive Capital Management (ICMC), in 1991 in order to focus on fiduciary standards and value producing services. Mr. Smith has over 29 years of financial planning and investment management experience.
In 1974, Curtis completed two undergraduate business degrees at Texas Tech University. Curtis received the CFP® designation in June 1984 from the College for Financial Planning in Denver, Colorado.
Curtis discovered the perfect career match in 1980 with his entry to the financial services industry. In 1982, he established Curtis A. Smith & Associates, launching Curtis into the financial planning industry. In 1991, Curtis transitioned into a fee-only advisor and renamed his firm Interactive Capital Management.
with their ideas, visions, and dreams.
